As our industry continues down the path of commoditization, you need an edge to differentiate your planning philosophy. You also need out-of-the-box ways to add even more client value and future-proof your practice. Our advanced planning strategies and sales concepts help you get beyond outdated methods and conversations centered on unrealistic illustrations and products that too often fail to perform.
Instead, we equip you with incredibly unique tax-advantaged strategies and tools. Through comprehensive training, ongoing coaching and relentless support, you’re able to tap into these solutions and offer clients what they really want and need. That is, more control, predictability and flexibility to shape the life and legacy they’ve worked so hard to build.
Leverage the country’s leading tax experts to help you identify hidden planning opportunities
A smart alternative to Roth conversions, LIRA turns taxable assets to tax-free wealth and legacy
Unknown yet proven methods to help turn profit into tax-advantaged cash flow
Advanced case design and forward-looking indexes to help clients navigate an uncertain future
Proprietary solutions designed to generate more growth potential, guarantees and flexibility
Powerful strategies built to help clients and their loved ones greater achieve peace of mind
Award-winning case design and unrivaled lending solutions customized to address the unique needs of clients